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DRAFT PAGE - please contact Sarah Griffin with any questions. |
Basic Information on Viewing Fines and Fees: https://duke.atlassian.net/wiki/spaces/LIB/pages/109969434/Advanced+Circulation#Fines-and-Fees
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When registering online payments manually in Alma, the Transaction ID field is mandatory, and not auto-generated. Whenever possible, this should match the identifer attached when a patron submits the credit card payment through the DUL site. A Transaction ID is not mandatory for payments by check. Fines/Fees/Credits transferred to the Bursar will automatically be given a Bursar Transaction ID. Ensure this column is turned on in your view, using the Gear icon. |
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The Fines and Fees Report is of limited use. It is a downloadable Excel file that includes a report of the fines and fees transactions that have been performed over a the previous 1- to 7-day period.  We Instead, we expect to use an Alma Analytics custom-built report for increased functionality for reporting on Fines and Fees. More to come. |
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It is possible to dispute or waive a fine from the Fines and Fees tab of the user record. Click on the Row Actions button […] or on the hyperlinked fine amount to Waive or Dispute, and add Comments as needed.  Disputed fines do not count towards a patron’s Active Balance and also will not be included in the scheduled transfer to the Bursar. These should be cleared - either by waiving or restoring the fine - as soon as communication with the patron has been concluded. Restore re-charges the fine amount to the patron’s account, while Waive removes the fine amount from the patron’s total balance.  Note that comments persist in the item history, and cannot be changed or edited after the fact. Any restored fines and fees will transfer to the Bursar in the next transaction. Although similar, this process is not the same as declaring an item as Claimed Returned. https://duke.atlassian.net/wiki/spaces/LIB/pages/109969434/Advanced+Circulation#Claimed-Returned |
Disputed Fines
It is possible to dispute or waive a fine. Fines and fees can be waived or disputed on the Fines and Fees tab of the user record. Click on the Actions button […] or on the hyperlinked fine amount to Waive or Dispute, and add Comments as needed.
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balance. Note that comments persist in the item history, and cannot be changed or edited after the fact. Any restored fines and fees will transfer to the Bursar in the next transaction. Although similar, this process is not the same as declaring an item as Claimed Returned. https://duke.atlassian.net/wiki/spaces/LIB/pages/109969434/Advanced+Circulation#Claimed-Returned |